13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0001913467
申報總市值
US$1.6億
US$1.6億
63 檔
50.4%
在 Q4 2024 的 13F 官方備案中，Lakeside Advisors, INC. 管理的美股投資組合規模來到 US$1.6億，整體持股檔數為 63 檔。
從 Q4 2024 申報觀察，Lakeside Advisors, INC. 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, BRK-B, COST）累計市值佔比達 50.4%，是驅動 Lakeside Advisors, INC. 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 27.05% | -1.27% | -3.52% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.26% | -0.08% | -0.64% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 9.01% | -1.06% | +0.88% | |
| 4 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.25% | -0.14% | -1.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.35% | +0.33% | — | |
| 6 | USB | US Bancorp | 股票-金融 | 3.21% | +0.26% | -2.52% | |
| 7 | NUE | Nucor CORP | 股票-原物料 | 3.10% | +1.11% | -0.48% | |
| 8 | WM | Waste Management Inc | 股票-工業 | 2.65% | -0.29% | -1.48% | |
| 9 | MMM | 3m Co | 股票-工業 | 2.52% | +0.06% | -3.17% | |
| 10 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.37% | +0.18% | -3.40% | |
| 11 | PCAR | Paccar Inc | 股票-工業 | 2.29% | -0.03% | +46.01% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.21% | -0.07% | -3.80% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.98% | +0.16% | -1.75% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.74% | +0.10% | +2.07% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.11% | — | |
| 16 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.54% | +0.09% | -10.49% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 1.46% | -0.43% | -1.69% | |
| 18 | GE | General Electric | 股票-工業 | 1.25% | +0.51% | — | |
| 19 | KR | Kroger Co | 股票-非循環性消費 | 1.23% | -0.39% | -2.55% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | +0.01% | -4.10% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.06% | +0.09% | -2.10% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | -0.38% | -2.93% | |
| 23 | DINT | Davis Select International | ETF-其他 | 0.87% | -0.02% | -6.64% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.80% | -0.19% | — | |
| 25 | CB | Chubb Limited | 股票-金融 | 0.73% | -0.01% | -2.92% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.71% | -0.12% | -11.83% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.63% | -0.12% | -5.52% | |
| 28 | FDX | Fedex CORP | 股票-工業 | 0.62% | -0.14% | -1.49% | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.61% | +0.32% | — | |
| 30 | CEG | Constellation Energy | 股票-公用事業 | 0.61% | -0.11% | -1.58% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.52% | -0.06% | — | |
| 32 | CSX | Csx CORP | 股票-工業 | 0.46% | +0.06% | — | |
| 33 | MUST | Columbia Multi-sect Muni Inc | ETF-其他 | 0.46% | -0.02% | -8.12% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.43% | +0.36% | +0.06% | |
| 35 | EXC | Exelon CORP | 股票-公用事業 | 0.40% | -0.08% | -0.61% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 0.40% | +0.01% | -2.87% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.18% | -5.63% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.35% | +0.02% | +7.08% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.09% | +0.06% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.34% | -0.02% | — | |
| 41 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-其他 | 0.31% | +0.01% | +3.14% | |
| 42 | SOLV | Solventum CORP | 股票-醫療保健 | 0.31% | -0.20% | EXIT | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.29% | — | — | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.27% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | +0.06% | -46.43% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.24% | +0.07% | -26.84% | |
| 47 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.23% | -0.03% | -0.58% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | +0.01% | -16.72% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | +0.06% | — | |
| 50 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.23% | -0.01% | -5.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | +0.9% | +46.01% | 加碼 |
| 2 | COST | Costco Wholesale CORP | +0.8% | +0.88% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.64% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.2% | — | 不變 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | 不變 |
| 6 | AAPL | Apple Inc | +0.2% | +2.07% | 加碼 |
| 7 | USB | US Bancorp | +0.2% | -2.52% | 減碼 |
| 8 | TSLA | Tesla Inc | +0.2% | NEW | 新建倉 |
| 9 | GEV | GE Vernova Inc | +0.2% | — | 不變 |
| 10 | KR | Kroger Co | +0.1% | -2.55% | 減碼 |
| 11 | T | At&t Inc | +0.1% | -1.69% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +7.08% | 加碼 |
| 13 | WFC | Wells Fargo & Co | +0.1% | — | 不變 |
| 14 | BA | Boeing Co/the | +0.1% | -2.87% | 減碼 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -5.52% | 減碼 |
| 16 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 17 | BMY | Bristol-myers Squibb Co | 0% | +7.38% | 加碼 |
| 18 | WM | Waste Management Inc | 0% | -1.48% | 減碼 |
| 19 | PG | Procter & Gamble Co/the | — | -1.84% | 減碼 |
| 20 | MCD | Mcdonald's CORP | — | — | 不變 |
| 21 | CB | Chubb Limited | 0% | -2.92% | 減碼 |
| 22 | QCOM | Qualcomm Inc | 0% | +0.06% | 加碼 |
| 23 | CAT | Caterpillar Inc | 0% | +0.06% | 加碼 |
| 24 | CSX | Csx CORP | 0% | — | 不變 |
| 25 | MUST | Columbia Multi-sect Muni Inc | 0% | -8.12% | 減碼 |
| 26 | SOLV | Solventum CORP | 0% | -7.48% | 減碼 |
| 27 | EXC | Exelon CORP | 0% | -0.61% | 減碼 |
| 28 | NKE | Nike Inc -cl B | 0% | — | 不變 |
| 29 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 30 | HD | Home Depot Inc | 0% | -4.10% | 減碼 |
| 31 | GEHC | GE Healthcare Technology | 0% | -0.58% | 減碼 |
| 32 | SOLR | Guinness Atkinson Sust Enr-u | 0% | -4.72% | 減碼 |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -5.68% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -2.93% | 減碼 |
| 35 | CEG | Constellation Energy | -0.1% | -1.58% | 減碼 |
| 36 | GE | General Electric | -0.1% | — | 不變 |
| 37 | MMM | 3m Co | -0.1% | -3.17% | 減碼 |
| 38 | DINT | Davis Select International | -0.1% | -6.64% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.1% | -26.84% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.1% | -3.52% | 減碼 |
| 41 | MAR | Marriott International -cl A | -0.1% | EXIT | 清倉 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.75% | 減碼 |
| 43 | MDT | Medtronic plc | -0.2% | -11.83% | 減碼 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.2% | -46.43% | 減碼 |
| 45 | SBUX | Starbucks CORP | -0.2% | -10.49% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -3.80% | 減碼 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -2.10% | 減碼 |
| 48 | EXPD | Expeditors Intl Wash Inc | -0.4% | -3.40% | 減碼 |
| 49 | INTC | Intel CORP | -0.4% | EXIT | 清倉 |
| 50 | NUE | Nucor CORP | -0.7% | -0.48% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lakeside Advisors, INC. 在 Q4 2024 季度的美股持倉總市值約為 US$1.6億，共申報了 63 個公開持股部位。
在 Q4 2024 季度，Lakeside Advisors, INC. 按市值排列的前三大核心持股分別為：MSFT (27.1%)、BRK-B (9.3%)、COST (9.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 27.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
TSLA
市值: US$23.5萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$63.8萬
在 Q4 2024 季度中，Lakeside Advisors, INC. 共進行了 40 項持倉異動，包含新建倉 1 個部位、加碼 7 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TSLA。 本季清倉部位包含 INTC。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。